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Jill Martin

@Parkside Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$424.354MTotal holdings80
Assets growth rate0.77%Assets growth rate (2-Q avg)4.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Parkside Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 424.354M in assets, with a quarterly growth rate of 0.77% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Jill Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PGProcter And Gamble Co
Recent Activity
Decreased -1.29%
0.22%
$892,805
5,325 shares@ $167.67 avg price
CRMSalesforce Inc
Recent Activity
0.19%
$769,544
2,299 shares@ $334.73 avg price
JNJJohnson & Johnson
Recent Activity
Increased 29.04%
0.18%
$740,964
5,124 shares@ $144.61 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -9.43%
0.17%
$718,639
5,905 shares@ $121.71 avg price
VGTVanguard World Fd
Recent Activity
0.17%
$688,954
1,108 shares@ $621.8 avg price
ORCLOracle Corp
Recent Activity
Increased 2.66%
0.16%
$644,022
3,865 shares@ $166.63 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -17.81%
0.15%
$611,001
10,321 shares@ $59.2 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.77%
0.15%
$600,909
2,739 shares@ $219.39 avg price
ESGEIshares Inc
Recent Activity
Increased 7.25%
0.14%
$590,566
17,687 shares@ $33.39 avg price
VCRVanguard World Fd
Recent Activity
0.14%
$558,190
1,487 shares@ $375.38 avg price